Legal & Privacy Center
Effective Date: July 14, 2026
1. PRIVACY POLICY
Information We Collect
We collect the minimum data necessary to provide and secure our personal and business services:
- Account & Profile Data: Your email address (for authentication) and optional business profile details you provide (company name, business address, business email, and business phone).
- Financial Ledgers & Transactions: Numerical transaction values, custom categorization labels, and workspace tags (Personal vs. Business).
- Commercial & Client Data (Business Workspace): Client and vendor names, email addresses, billing details, accounts receivable/invoices, accounts payable/bills, and product inventory catalogs (SKUs, quantities, unit costs, and pricing).
- Receipts & Attachments: Receipt photos and document files you explicitly choose to upload for expense or bill tracking.
Device Permissions
- Camera & Photo Gallery: Accessed strictly when you tap "Scan or Upload Receipt" or attach documents to business bills. Files are compressed locally and uploaded to your secure private storage bucket.
- Biometrics: If enabled, your device's native fingerprint or FaceID scanner is used to unlock the app locally. We do not collect, transmit, or store your biometric data.
- Notifications: Used exclusively to send local, on-device reminders for upcoming debt payments and business liabilities.
Data Security and Storage
Your ledger data, business records, and receipt files are stored securely on our cloud infrastructure using Row Level Security (RLS). This ensures that your personal and commercial financial data is strictly isolated and can only be accessed by your uniquely authenticated user session.
Data Minimization & Deletion
You may permanently delete your account and all associated personal and business data at any time via the Settings menu. Additionally, in accordance with global data minimization principles, we automatically purge all data, transaction logs, inventory records, and receipt imagery for accounts that remain dormant for over 180 days. If you are unable to access the app or prefer to submit a manual request, please email your request to [email protected] with the email address associated with your account in the subject line. We will process your request and confirm deletion within 30 days.
2. TERMS & CONDITIONS
Acceptance of Terms
By creating an account and using Pocket Accountant, you agree to be bound by these Terms and Conditions. Pocket Accountant provides both personal financial tracking and business workspace management tools designed for internal organization, cash flow forecasting, and inventory tracking.